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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ervin? Claim Your ProfileErvin Bernhart is a financial advisor with over 20 years of experience in the financial services industry. Ervin has a broad range of experience, having worked for companies such as Charles Schwab & Co., Inc., Dreyfus Service Corporation and Fisher Investments. Ervin provides portfolio management services to individuals, businesses, investment companies and pooled investment vehicles. Ervin holds the Series 63, 65 and 66 licenses and the Series 7 and 8. Ervin is registered with the state of California and Texas and is currently employed with Fisher Investments.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
08/15/2023 - Present
Fisher Investments (SAN MATEO CA)
CA
05/30/2003 - 07/14/2016
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
NY
03/01/2002 - 04/25/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
TX
04/30/1992 - 12/17/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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